Best Investors
Account
Sign in
Best Investors
Account
Sign in
11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-03-26 |
| OH | RA | APPROVED | 2024-03-22 |
Branch Locations
3596 Maple Avenue Suite A, Zanesville, OH 43701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Zanesville | OH | 12/2014 | Present |
| Stratos Wealth Partners, Ltd | Zanesville | OH | 01/2015 | 03/2024 |
| Independent Advisor Alliance | Zanesville | OH | 03/2024 | Present |
1. 1/2/2015 - Credo Financial Advisors - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 10/14/2014 - Time Spent 100%. 2. 03/21/2024 - Independent Advisor Alliance - Investment Related - Charlotte, NC - Registered Investment Advisor Hybrid - IAR - Start Date: 3/2024 - Time Spent 100% - I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 3/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 11/5/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/17/2018 - 4 Hours Per Month During Securities Trading. 4. 03/21/2024 - Credo Financial Advisors - Investment Related - At Reported Business Location(s) - DBA FOR IAA BUSINESS - Started 03/21/2024 - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-23 |
Reach out to this advisor